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Getting Started

Getting started: your first 10 minutes

Last updated April 19, 2026

Welcome aboard. Here's exactly what happens after you sign up, and the fastest path to a working AI receptionist.

1. You get a Canadian phone number

As soon as your payment clears, we provision a Canadian number and attach it to Sarah. You'll see it at the top of your dashboard at sedamintelligence.com/dashboard. This is the number you'll forward your business line to (or hand out directly).

2. Make a test call

Grab your phone and call your new number. Sarah will pick up, greet you, and walk through her default flow. The call will appear in your dashboard within about 30 seconds, with a full transcript and summary.

3. Forward your business line

Most realtors use call forwarding on their existing cell to send missed or after-hours calls to Sarah. Your carrier's support page will have the exact steps — it's usually a short code like *72 followed by your Sedam number.

4. Skim the settings

Before you go live, spend 5 minutes in the dashboard Settings tab. The defaults are reasonable, but you'll want to at least set your urgent transfer number (your cell) and confirm the greeting uses your name.

Customization

How do I customize Sarah's greeting and name?

Last updated April 19, 2026

The greeting is the first thing every caller hears, so it's worth getting right. You can also rename Sarah to anything you like (some agents prefer "Alex" or their brokerage name).

Where to edit

1. Go to your dashboard and click Settings.
2. Open the Receptionist section.
3. Edit the Name field — this is what Sarah calls herself when she answers.
4. Edit the Greeting field — this is the first sentence she says on every call.
5. Click Save. Changes are live on the next incoming call (usually within 10 seconds).

What makes a good greeting

• Include your name and brokerage, e.g. "Hi, you've reached Jenny Tran's office at Royal LePage — this is Sarah."
• Keep it under 2 sentences. Callers want to talk, not listen.
• End with an open question: "How can I help you today?"

Customization

How do I change Sarah's voice?

Last updated April 19, 2026

Sarah ships with a natural, warm female voice by default, but you can swap it for any of our preset voices in under a minute.

Preview and pick

1. In your dashboard, go to Settings → Voice.
2. You'll see a list of available voices, each with a preview button. Click the speaker icon to hear a short sample.
3. Current options include warm female (default), professional female, friendly male, and a neutral Canadian-English voice.
4. Click Select on the one you want, then Save.

When changes take effect

Voice changes apply to the next incoming call. Calls already in progress continue with the previous voice. There's no cost to switch, and you can change it as often as you like.

Call Routing

Setting up 24/7 vs business hours answering

Last updated April 19, 2026

You choose when Sarah picks up and when your own cell rings. There are two modes.

Mode 1: 24/7 answering

Sarah answers every call, any time of day. Use this if you forward all calls to your Sedam number, or if you want a clean single inbox.

Mode 2: Business hours

During the hours you set, calls forward to your cell (so you handle them live). Outside those hours — evenings, weekends, when you're in a showing — Sarah takes over. This is the most popular setup.

How to configure

1. Open Settings → Schedule.
2. Pick 24/7 or Business hours.
3. If business hours, set start/end times for each day of the week and your timezone.
4. Enter your cell number in the Forward to field.
5. Save.

Bookings

How do I connect my Calendly for bookings? Pro

Last updated April 19, 2026

On the Pro plan, Sarah can send qualified leads a Calendly link so they can book a showing or consultation without playing phone tag.

Setup

1. In Calendly, create or pick the event type you want leads to book (most realtors use a 15-minute "Discovery call" or a 30-minute "Property showing").
2. Copy the public URL for that event, e.g. calendly.com/your-name/showing.
3. In your Sedam dashboard, go to Settings → Integrations → Calendly.
4. Paste the URL and click Save.

How Sarah uses it

When a caller is qualified (has a property type, budget, or timeframe Sarah can confirm), Sarah offers to text them the booking link. She collects their mobile number, spells it back for confirmation, and the link arrives via SMS seconds later. You'll see the booking when it hits your Calendly — and the call + lead show up in your Sedam dashboard either way.

Call Routing

What does Sarah do if a caller says it's urgent?

Last updated April 19, 2026

Every plan includes urgent-call escalation. Sarah listens for urgency signals — "emergency," "urgent," "offer closing today," certain distress language — and transfers the caller directly to your cell.

How the transfer flow works

1. Caller indicates urgency.
2. Sarah confirms: "I understand this is urgent. I'm going to try to reach them on their cell right now — please hold."
3. Sarah dials your urgent cell number. If you pick up, she bridges the call.
4. If you don't pick up within 25 seconds, she comes back on the line, takes a detailed message, and flags the call as Urgent in your dashboard. You'll also get an immediate email alert.

Where to set your urgent cell

Dashboard → Settings → Urgent Transfer. This can be the same number as your business forwarding number, or different (for example, your personal cell that you always have on you).

Dashboard

Understanding your call transcripts and summaries

Last updated April 19, 2026

Every call Sarah handles shows up in your dashboard with four things attached.

What you'll see

• Caller number & timestamp — always.
• Summary — a 2–3 sentence recap of what the caller wanted and what Sarah did.
• Full transcript — every word, turn-by-turn, so you can verify tone and details.
• Sentiment tag — positive, neutral, or concerning.

What sentiment actually means

Sentiment is a quick signal, not a guarantee. Positive = caller was engaged and the interaction went smoothly. Neutral = straightforward info request, no emotional signal either way. Concerning = caller sounded frustrated, confused, or the conversation had friction. A "Concerning" tag is a nudge to read the transcript and maybe follow up personally.

Filtering and exporting

Use the filters at the top of the Calls view to narrow by date range, sentiment, or lead status. You can export any selection to CSV for your CRM.

Troubleshooting

What if Sarah makes a mistake?

Last updated April 19, 2026

Sarah is good, but she isn't perfect. Here's how to handle it when she gets something wrong.

Flag the call

Open the call in your dashboard and click Flag issue. Pick a reason (wrong info, misunderstood intent, audio issue, etc.) and add a short note. We read every flagged call and use them to tune Sarah's prompts for your account.

Common adjustments you can make yourself

• Wrong brokerage name or pronunciation? Edit your greeting and name fields in Settings.
• Missing context on a property? Add notes to the Property Types field so Sarah has talking points.
• Transfers aren't reaching you? Confirm your urgent number includes area code and is a number that accepts calls (not voicemail-only).

Known limitations

• Sarah doesn't have MLS access yet, so she can't quote listing specifics beyond what you tell her.
• She doesn't read Google Calendar yet — use Calendly for booking until June 2026.
• Very heavy accents or low-signal cell calls can cause transcription errors.

When to email support

If Sarah misses a call entirely, transfers fail repeatedly, or something looks broken — email miguelbosko@gmail.com with the call timestamp. We usually reply within a couple of hours.

Billing

Upgrading from Basic to Pro

Last updated April 19, 2026

Basic covers the essentials. Pro adds the tools that actually turn calls into booked appointments.

What you get on Pro

• Lead qualification — Sarah asks whether they're buying or selling, budget range, and timeframe.
• Email collection with spell-back — she captures their email and reads it back to confirm spelling, drastically reducing typos.
• Calendly booking — send qualified leads a booking link by SMS, mid-call.
• DTMF keypad backup — if voice recognition struggles, callers can press digits to respond.
• 300 minutes/month instead of 150.

How to upgrade

1. Go to Settings → Billing.
2. Click Upgrade to Pro.
3. Confirm. Stripe handles the proration automatically — you pay only the difference for the remainder of your current billing cycle.

Billing proration explained

If you're 10 days into a 30-day Basic cycle ($47 CAD) and upgrade to Pro ($97 CAD), you'll be charged roughly $33 today (two-thirds of the $50 difference), and your next full $97 charge happens on your normal renewal date. Downgrades work the same way in reverse, crediting you for the unused portion.

Billing

Canceling your subscription

Last updated April 19, 2026

We're sad to see you go, but canceling is straightforward — no phone calls, no retention hoops.

How to cancel

1. Go to Settings → Billing.
2. Scroll to Subscription.
3. Click Cancel subscription and confirm.
4. You'll get an immediate email confirmation from Stripe.

Refund policy

Month-to-month, cancel anytime, no penalties and no long-term contracts. When you cancel, Sarah keeps running through the end of your current billing period and then your subscription stops renewing. Payments for the current period are non-refundable — that's the standard month-to-month SaaS model. If something's wrong on our end (billing error, outage we're liable for), email miguelbosko@gmail.com and we'll make it right.

What happens to your Canadian number

Your number stays active until the end of your paid period. After that, it returns to the carrier pool. If you come back within 30 days we'll do our best to re-provision the same number, though we can't guarantee it after that window.

Exporting your data before you go

Head to Dashboard → Calls → Export and download a CSV of all calls, transcripts, and leads. We recommend doing this before cancellation — accounts are fully deleted 30 days after cancel date.